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About

INTEGRATION: Integrate systems using a simple to operate point and click interface. Access full target system schemas to map and transform source data on a scheduled or ad hoc basis. TRANSFORMATION: Powerful mapping for data transformation, including querying target system in the mapping to enable any transformation imaginable into the source systems. MAINTENANCE: Full cron scheduling of jobs including customisable system downtime, dependencies between connections and deployment via email to allow self-service within the business. PIPELINES: powerful pipeline automation. Define reports, queries or file matches, complex conditions, filters & and schedules to push data to and from your business systems. CONNECT ANY SOURCE TO ANY TARGET: Salesforce schema, Salesforce reports, Webhooks, SOQL, Google Drive, FTP, MySQL, SQLServer, Snowflake, Onedrive, Dynamics 365, Google Analytics, Exasol, AWS S3, Local files, Eloqua, Smartsheet, ServiceNow, Email & more...

About

Datplan DataPull is a privacy-first Windows data integration and reporting application for accountants, finance teams and consultants. It connects to authorised QuickBooks Online, Xero, HubSpot and Companies House data, then downloads supported records into the user’s local Windows reporting environment. Datplan prepares structured fact-and-dimension tables, drag-and-drop dashboards, CSV and JSON exports, reconciliation information and BI setup files for Power BI, Excel, Tableau and Qlik. It supports full and incremental synchronisation plus scheduled refreshes on supported plans. Source datasets are stored locally rather than in a Datplan-operated cloud analytics warehouse. The Windows app is free to download with demo data; live-source connections use paid plans.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Administrators, CRM Managers, IT Managers, Consultants

Audience

Accountants, bookkeepers, finance teams, financial analysts, reporting consultants, BI professionals and businesses that need a no-code way to extract, structure and reuse accounting or CRM data for dashboards, Excel, Power BI and recurring management reporting.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$100/month/user
Free Version Not Supported
Free Trial Supported

Pricing

$7
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • Easily transforms clients qlikview and xero data into powerBI ready dashboards and dashboard templates I can share online with them. A good deal of thought has gone into the online dashboard templates with the Fraud Analytics being a win.

Cons

  • Could have more video demos. Set up is easy enough, about 3 button clicks but would be nice to have visual user guides

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

CONVAYR
Founded: 2014
www.convayr.com

Company Information

Datplan
Founded: 2017
www.datplan.com

Alternatives

Alternatives

CData Connect

CData Connect

CData Software
Alooma

Alooma

Google

Categories

Data Integration Supported
Integration Supported

Categories

Data Integration Supported

Integrations

Amazon S3 Supported
Eloqua Supported
Exasol Supported
Google Analytics Supported
Google Drive Supported
HubSpot CRM Not Supported
Microsoft 365 Supported
Microsoft OneDrive Supported
MySQL Supported
QuickBooks Online Not Supported
SQL Server Supported
Salesforce Supported
ServiceNow Supported
Smartsheet Supported
Snowflake Supported
Xero Not Supported

Integrations

Amazon S3 Not Supported
Eloqua Not Supported
Exasol Not Supported
Google Analytics Not Supported
Google Drive Not Supported
HubSpot CRM Supported
Microsoft 365 Not Supported
Microsoft OneDrive Not Supported
MySQL Not Supported
QuickBooks Online Supported
SQL Server Not Supported
Salesforce Not Supported
ServiceNow Not Supported
Smartsheet Not Supported
Snowflake Not Supported
Xero Supported
Claim CONVAYR and update features and information
Claim CONVAYR and update features and information
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Claim Datplan DataPull and update features and information